iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
121 hedge funds and large institutions have $453M invested in iShares Low Carbon Optimized MSCI ACWI ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 35 reducing their positions, and 11 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 35
2.32% more ownership
Funds ownership: 47.88% → 50.2% (+2.3%)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
1% less funds holding
Funds holding: 122 → 121 (-1)
19% less capital invested
Capital invested by funds: $563M → $453M (-$110M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$48.2M |
| 2 |
Goldman Sachs
New York
|
+$33.9M |
| 3 |
Betterment LLC
New York
|
+$7.93M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.68M |
| 5 |
V
Veritable
Wilmington,
Delaware
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIG
Capricorn Investment Group
Palo Alto,
California
|
-$76.5M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$9.74M |
| 3 |
Jane Street
New York
|
-$5.68M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$5.6M |
| 5 |
TA
Tiedemann Advisors
New York
|
-$4.69M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
126
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$228K | -1,399 | Closed |
|
|
MFG
127
Merit Financial Group
Alpharetta,
Georgia
| – | -$211K | -1,291 | Closed |
|
|
KM
128
Kalos Management
Alpharetta,
Georgia
| – | -$207K | -1,271 | Closed |
|
129
Franklin Resources
San Mateo,
California
| – | -$113K | -695 | Closed |
|
|
EWA
130
EP Wealth Advisors
Torrance,
California
| – | -$107K | -655 | Closed |
|
|
DWP
131
Destiny Wealth Partners
Tavares,
Florida
| – | -$60K | -368 | Closed |
|
CRBN Hedge Fund Activity: Q2 2022 in Review
121 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) for Q2 2022, worth a combined $453M — down 19% from $563M a quarter earlier.
Fund positioning in CRBN was balanced in Q2 2022: 11 funds opened new positions, 11 closed out, 44 added to existing stakes and 35 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $48.2M. The largest seller was Capricorn Investment Group, cutting an estimated $76.5M.
- 121 institutional investors held iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) as of Q2 2022, down from 122 in Q1 2022.
- Funds reported $453M of iShares Low Carbon Optimized MSCI ACWI ETF stock for Q2 2022, down 19% quarter-over-quarter.
- 11 funds opened new iShares Low Carbon Optimized MSCI ACWI ETF positions in Q2 2022 and 11 closed out, a net change of 0 holders.
- The largest iShares Low Carbon Optimized MSCI ACWI ETF buyer in Q2 2022 was Morgan Stanley, an estimated $48.2M added.
- The largest iShares Low Carbon Optimized MSCI ACWI ETF seller in Q2 2022 was Capricorn Investment Group, an estimated $76.5M sold.
Based on aggregated 13F filings for Q2 2022.